Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,368 | $116,434+300.5% | $65,583+611.1% | $139,487+234.3% |
| Participation rate | 33.3% | 67.9%-34.5pp | 65.0%-31.6pp | 80.3%-47.0pp |
| Annual return | 5.57% | 31.34%-25.8pp | 47.46%-41.9pp | 373.84%-368.3pp |
| Employer contribution / active EE | $15,278 | $2,602+487.2% | $1,692+802.8% | $4,755+221.3% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,480 | $6,696-63.0% | $4,112-39.7% | $11,407-78.3% |